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Pensioenfonds Detailhandel

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

The investment beliefs of Pensioenfonds Detailhandel are defined in a total of eight Beliefs:

1. Pensioenfonds Detailhandel invests to realize its objective and ambition;

2. The strategic investment policy is in the service of managing the entire balance sheet of Pensioenfonds Detailhandel. A broadly diversified investment portfolio reduces the mismatch risk of the balance sheet and leads to an optimal ratio between risk and return;

3. Strategic asset allocation has the largest contribution to the optimization of return and risk and thus to achieving the target and ambition of Pensioenfonds Detailhandel;

4. Controlling the downward risk has an important contribution to realizing Pensioenfonds Detailhandel's objective and ambition.

5. Pensioenfonds Detailhandel has the opinion it is usually not possible to systematically beat a simple index in public markets.

6. A well-structured investment process and an adequate (management) organization are essential for achieving the objective and ambition of Pensioenfonds Detailhandel.

7. Integral risk management is necessary at all levels of the investment process.

8. Pensioenfonds Detailhandel takes its social responsibility seriously and therefore integrates elements of socially responsible investment (SRI) into its investment policy.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

Pensioenfonds Detailhandel focusses on SDG's. Main focus is on SDG 8, 12, 13 and 16. 

01.6. Additional information [Optional].

          
        
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SG 01 CC. Climate risk (Not Completed)


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Pensioenfonds Detailhandel has defined an integrity policy and a code of conduct for its board members, committee members, supervisory board and employees. Because the pension fund has outsourced a large part of its activities, including its asset management, outsourcing risk is also in scope of its integrity policy. To minimize the outsourcing risk as much as possible, Pensioenfonds Detailhandel choose to apply a strict separation of activities with regard to policy, implementation and control. The consequence of these organizational choices, and the fact that investments are mostly made passively, is that the integrity risks for the outsourced part of the activities are limited.

The code of conduct contains clauses with respect to accepting and giving business gifts, private transactions with business relations and side functions. The pension fund has a compliance officer who supervises the compliance with the code of conduct.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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